FWM
FFT Wealth Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,496
| Closed | -$359K | – | 190 |
|
|
2024
Q4 | $359K | Buy |
7,496
+22
| +0.3% | +$1.05K | 0.03% | 118 |
|
|
2024
Q3 | $342K | Buy |
7,474
+343
| +5% | +$15.7K | 0.03% | 120 |
|
|
2024
Q2 | $283K | Sell |
7,131
-71
| -1% | -$2.82K | 0.03% | 125 |
|
|
2024
Q1 | $322K | Buy |
7,202
+978
| +16% | +$43.7K | 0.03% | 116 |
|
|
2023
Q4 | $269K | Buy |
+6,224
| New | +$269K | 0.02% | 105 |
|
|
2021
Q4 | – | Sell |
-4,028
| Closed | -$239K | – | 104 |
|
|
2021
Q3 | $239K | Buy |
4,028
+77
| +2% | +$4.57K | 0.02% | 79 |
|
|
2021
Q2 | $225K | Buy |
+3,951
| New | +$225K | 0.05% | 57 |
|